Key Financial Inc’s Novanta NOVT Stock Holding History

Key Financial Inc’s Portfolio NOVT Stock Details NOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-63	Closed	-$7.5K	–	1448
2025 Q4	$7.5K	Hold	63	–	–	﹤0.01%	953
2025 Q3	$6.35K	Hold	63	–	–	﹤0.01%	985
2025 Q2	$8.12K	Hold	63	–	–	﹤0.01%	910
2025 Q1	$8.06K	Hold	63	–	–	﹤0.01%	874
2024 Q4	$9.63K	Hold	63	–	–	﹤0.01%	821
2024 Q3	$11.3K	Hold	63	–	–	﹤0.01%	765
2024 Q2	$10.3K	Hold	63	–	–	﹤0.01%	770
2024 Q1	$11K	Hold	63	–	–	﹤0.01%	732
2023 Q4	$10.6K	Hold	63	–	–	﹤0.01%	720
2023 Q3	$9.04K	Hold	63	–	–	﹤0.01%	746
2023 Q2	$11.6K	Hold	63	–	–	﹤0.01%	681
2023 Q1	$10K	Hold	63	–	–	﹤0.01%	680
2022 Q4	$7.29K	Hold	63	–	–	﹤0.01%	705
2022 Q3	$7K	Hold	63	–	–	﹤0.01%	725
2022 Q2	$8K	Hold	63	–	–	﹤0.01%	688
2022 Q1	$9K	Buy	+63	New	+$8.94K	﹤0.01%	664

Other funds holding NOVT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return